Farin sukari
Danyen sukari yana girgiza tallafin ƙalubalen gida
Danyen sukari ya ɗan bambanta jiya, wanda ya haɓaka ta tsammanin raguwar samar da sukari na Brazil. Babban kwantiragin ya kai 14.77 cents a fam guda kuma ya faɗi zuwa 14.54 cents kowace fam. Farashin ƙarshe na ƙarshe na babban kwangilar ya tashi da kashi 0.41% don rufewa akan cents 14.76 a kowace fam. Yawan yawan sukari a manyan wuraren da ake noman rake a tsakiya da kudancin Brazil zai ragu zuwa shekaru uku a cikin shekara mai zuwa. Sakamakon rashin sake dasawa, za a rage yawan rake a kowane yanki kuma za a ƙara yawan samar da ethanol. Kingsman ya kiyasta cewa samar da sukari a tsakiya da kudancin Brazil a cikin 2018-19 shine tan miliyan 33.99. Fiye da kashi 90 cikin 100 na kayayyakin da ake samarwa na Tangtang na kasar Sin a tsakiya da kudancin Brazil. Wannan matakin na samar da sukari yana nufin raguwar tan miliyan 2.1 a kowace shekara kuma zai kasance matakin mafi ƙanƙanta tun da tan miliyan 31.22 a cikin 2015-16. A daya bangaren kuma, a hankali kasuwar ta narkar da labarin yin watsi da gwanjon ajiyar kudi na jihar. Ko da yake farashin sukari ya sake faɗuwa da rana, ya dawo da filin da ya ɓace a ƙarshen rana. Dangane da kwarewar wasu nau'ikan, mun yi imanin cewa sayar da ajiyar kuɗi ba zai shafi yanayin tsakiyar lokaci na kasuwa ba. Ga masu zuba jari na matsakaici da gajeren lokaci, za su iya jira farashin don daidaitawa kuma su sayi kwangilar 1801 akan ciniki. Dangane da zaɓin saka hannun jari, mai siyar da tabo zai iya aiwatar da aikin fayil ɗin zaɓi wanda aka rufe na mirgina zaɓin siyar da ɗan haƙiƙa na ƙira bisa tushen riƙe tabo a cikin ɗan gajeren lokaci. A cikin shekaru 1-2 na gaba, ana iya amfani da aikin fayil ɗin zaɓin da aka rufe azaman haɓakar samun kudin shiga tabo. A halin yanzu, don masu saka hannun jari masu ƙima, za su iya siyan zaɓuɓɓukan kiran kira mai ƙima tare da farashin motsa jiki na 6300 zuwa 6400, Lokacin da farashin sukari ya tashi don yin zaɓin kama-da-wane ya zama ƙimar gaske, zaku iya rufe zaɓin kira tare da ƙarancin motsa jiki a farkon matakin kuma ci gaba da siyan sabon zagaye na zaɓin kiran kama-da-wane (zaɓin kira tare da farashin motsa jiki na 6500 ko 6600), kuma a hankali zaɓi damar dakatar da riba lokacin da farashin sukari ya kai fiye da yuan 6600 / ton.
Auduga da yarn auduga

Audugar Amurka ta ci gaba da fadowa, ana sake kiran matsin lambar auduga
Gabanin audugar kankara na ci gaba da faduwa jiya yayin da damuwa game da yuwuwar lalacewar auduga da guguwar Maria ta yi ya ragu kuma kasuwa na jiran girbin auduga. Babban ICE1 auduga na Fabrairu ya faɗi 1.05 cents / laban zuwa 68.2 cents a kowace laban. Bisa sabon bayanan USDA, a cikin mako na 14 ga Satumba, a cikin 2017 / 18, gidan yanar gizon auduga na Amurka ya yi kwangilar tan 63100, tare da karuwa a wata daya na 47500 ton, da karuwa na 14600 a kowace shekara; jigilar kaya na ton 41100, wata-wata akan karuwar tan 15700, karuwar shekara-shekara na ton 3600, wanda ya kai kashi 51% na adadin da aka kiyasta fitarwa (USDA a watan Satumba), wanda shine 9% sama da shekaru biyar. matsakaicin darajar. A cikin gida, zhengmian da yarn auduga suna fuskantar matsin lamba, kuma an rufe kwangilar auduga na 1801 na ƙarshe. Kwangilar kwangilar yarn ɗin auduga ta 1801 ta rufe akan yuan / ton 23210, ƙasa da yuan / ton 175. Dangane da jujjuyawar auduga, an kai ton 30024 a rana ta hudu ta wannan makon, kuma adadin kudin da aka samu ya kai ton 29460, inda aka samu ciniki da kashi 98.12%. Matsakaicin farashin ciniki ya ragu da yuan 124 / ton zuwa 14800 yuan / ton. A ranar 22 ga watan Satumban da ya gabata, adadin da aka yi niyyar juyawa ya kai tan 26800, gami da tan 19400 na auduga na Xinjiang. Farashin Spot ya tsaya tsayin daka kuma ya tashi kadan, tare da cinikin CC index 3128b akan yuan/ton 15974, sama da yuan 2/ton daga ranar ciniki da ta gabata. Ma'anar farashin yadudduka 32 ya kasance yuan 23400 / ton kuma na 40 Combed Yarn ya kasance yuan 26900 / ton. A cikin wata kalma, auduga na Amurka ya ci gaba da faduwa, kuma an jera sabbin furanni na gida a hankali. A cikin gajeren lokaci wannan ya shafa auduga na Zheng kuma ya kasance mai canzawa a tsakiya da kuma ƙarshen zamani. Masu saka hannun jari za su iya saya a hankali a kan ciniki bayan an narkar da mugun sa'ar audugar Amurka. A lokaci guda kuma, tabo yarn auduga na baya-bayan nan ya ƙarfafa hankali, za mu iya jira yarn auduga don daidaitawa, amma kuma a hankali saya a kan ciniki.
Abincin wake

Ƙarfin aikin fitar da waken soya na Amurka
CBOT waken soya ya tashi kadan jiya, yana rufewa akan 970.6 cents / PU, amma gabaɗaya har yanzu yana cikin girgiza akwatin. Rahoton tallace-tallacen fitarwa na mako-mako ya kasance tabbatacce. A cikin makon da ya gabata, adadin siyar da wake na Amurka zuwa waje ya kai tan 2338000, wanda ya fi yadda hasashen kasuwa ya yi na tan miliyan 1.2-1.5. A halin da ake ciki, USDA ta sanar da cewa, masu zaman kansu sun sayar da ton 132000 na waken wake ga kasar Sin. A halin yanzu, kasuwa tana wasa tsakanin yawan amfanin ƙasa da buƙatu mai ƙarfi. Ya zuwa ranar Lahadin da ta gabata, adadin girbin ya kasance kashi 4%, kuma mafi kyau kuma mai kyau ya kasance 1% zuwa 59% ƙasa da mako guda da ya gabata. Ana sa ran mummunan sakamako na yawan amfanin ƙasa, kuma ci gaba da buƙata mai karfi zai goyi bayan farashin. Idan aka kwatanta da na baya, muna da kyakkyawan fata game da kasuwa. Bugu da kari, tare da saukar da samar da Amurka, sannu a hankali za a mayar da hankali kan noman waken soya ta Kudancin Amurka da girma, kuma jigon hasashe zai karu. An sami ɗan canji a cikin gida. Hannun waken soya a tashar jiragen ruwa da masana'antun mai ya fadi a makon da ya gabata, amma har yanzu suna kan matsayi mai girma a daidai wannan lokaci na tarihi. A makon da ya gabata, adadin fara aikin mai ya karu zuwa kashi 58.72%, kuma yawan cinikin abincin waken soya na yau da kullun ya karu daga tan 115000 a mako daya da ya wuce zuwa tan 162000. Adadin abincin waken soya na kamfanin man ya ragu makonni shida a jere a baya, amma ya dan farfado a makon da ya gabata, wanda ya karu daga ton 824900 zuwa tan 837700 a ranar 17 ga Satumba. Kamfanin mai ana sa ran zai ci gaba da yin aiki sosai a wannan makon saboda ga riba mai yawa da kuma shirye-shiryen kafin ranar kasa. A wannan makon, adadin ma'amala da isarwa a wuri ya ƙaru sosai. Jiya, adadin cinikin abincin waken soya ya kai ton 303200, matsakaicin farashin ciniki ya kasance 2819 (+ 28), kuma adadin isar da saƙo ya kai tan 79400. Ana sa ran abincin waken soya zai ci gaba da bin waken waken na Amurka a gefe guda, kuma tushen zai tsaya tsayin daka a matakin da ake ciki a yanzu.
Mai waken soya

Kayayyakin ƙarancin mai daidaitawa
Waken soya na Amurka gabaɗaya ya ɗanɗana kuma ya ɗan tashi jiya, bisa tsananin buƙatar wake na Amurka. Bayan ɗan gajeren lokaci na daidaita kasuwa, ƙaƙƙarfan buƙatar Amurka kuma za ta iyakance haɓaka a ƙarshen lissafin ma'auni da ma'ajin zuwa rabon amfani, kuma farashin na iya kasancewa mai rauni har zuwa ƙarancin lokacin girbi. Ma pan ya fadi jiya. Abubuwan da aka fitar a watan Satumba, gami da na gaba, ana sa ran murmurewa cikin sauri. Daga 1 zuwa 15 na 9th, fitar da dabino ya karu da kashi 20% a wata, kuma yawan fitarwar da ake fitarwa zuwa Indiya da nahiyoyi ya ragu. Wannan zagaye na hawan Malay ya kasance mai girman gaske. Da zarar fitarwa ta dawo a mataki na gaba, Ma pan zai sami babban daidaitawa. Tushen gida bai canza da yawa ba. Yawan dabino ya kai ton 360000, kuma man waken soya ton miliyan 1.37. Shirye-shiryen hannun jari don bukukuwan ya shiga mataki na gaba, kuma adadin ma'amala ya ragu a hankali. A mataki na gaba, zuwan dabino a Hong Kong sannu a hankali yana karuwa, kuma matsin lamba yana fitowa a hankali. Gabanin kayayyaki ya ci gaba da faduwa jiya, gajeriyar yanayi ya ci gaba, kuma man ya biyo bayan rauni. A cikin aiki, ana ba da shawarar jira da ganin yanayin kasuwa. Bayan an saki hadarin gaba daya, zamu iya yin la'akari da tsoma baki na man kayan lambu tare da tushe mai karfi. Bugu da kari, tushen man dabino ya ragu bayan ci gaba da karuwa, kuma darajar man wake shima yana kan wani matsayi mai girma. A mataki na gaba, adadin dawo da amfanin amfanin gona ya yi sauri, kuma Mapan ma yana kan aiwatar da daidaitawa. Dangane da batun sasantawa, ana iya yin la'akari da sa baki cikin kan lokaci a cikin farashi na dabino ko kayan lambu.
Masara da sitaci

Farashi na gaba sun sake danko kadan
Farashin tabon masara na cikin gida ya tsaya tsayin daka kuma ya fadi, daga cikinsu farashin sayan masana'antun sarrafa masara a Arewacin kasar Sin ya ci gaba da faduwa, yayin da na sauran yankuna ya tsaya tsayin daka; Farashin tabo na sitaci gabaɗaya ya tsaya tsayin daka, kuma wasu masana'antun sun rage fa'idodinsu da yuan 20-30 / ton. Dangane da labaran kasuwa, kididdigar sitaci na masana'antu mai zurfi 29 + tashar jiragen ruwa da Tianxia granary ya mai da hankali kan sa ido ya karu zuwa ton 176900 daga tan 161700 a makon da ya gabata; A ranar 21 ga watan Satumba, tsarin ba da lamuni da kuma sake biya shi ne yin cinikin ton 48970 na masarar ajiya na wucin gadi a shekarar 2013, kuma adadin kudin da aka samu ya kai ton 48953, tare da matsakaicin farashin ciniki na yuan 1335; Shirin sayar da kwangilar kwangilar na China National Grain Storage Company Limited ya yi niyyar yin cinikin ton 903801 na masarar ajiya na wucin gadi a shekarar 2014, tare da ainihin ma'amalar tan 755459 da matsakaicin farashin ciniki na yuan 1468. Farashin masara da sitaci sun tashi a farkon ciniki. ya karu kadan a karshe. Sa ido zuwa mataki na gaba, la'akari da farashin farashin noma da tallace-tallacen da suka dace da farashin masara mai nisa, bai dace da ainihin buƙatun da buƙatun sabon masara ba. Saboda haka, muna kiyaye hukuncin bearish; Amma ga sitaci, la'akari da tasirin binciken kare muhalli ko raunana, za a sami sabon ƙarfin samarwa kafin da kuma bayan jerin sabbin masara a mataki na gaba. Muna sa ran cewa wadata da buƙatu na dogon lokaci za su ƙara haɓaka. Haɗe tare da tsammanin farashin masara da kuma yuwuwar manufofin tallafin tallafi don aiki mai zurfi, mun kuma yi imanin cewa farashin sitaci na gaba shima ya wuce kima. A wannan yanayin, muna bayar da shawarar cewa masu zuba jari na iya ci gaba da riƙe da masara / sitaci blank takardar ko sitaci masara farashin yada arbitrage fayil a farkon Janairu, da kuma daukar marigayi Agusta high a matsayin tasha asarar.
kwai

Farashin wuri na ci gaba da faduwa
A cewar Zhihua, farashin ƙwai a duk faɗin ƙasar ya ci gaba da faɗuwa, inda matsakaicin farashi a manyan wuraren da ake noma ya ragu da yuan/Jin 0.04, sannan matsakaicin farashin a manyan wuraren sayar da kayayyaki ya faɗi da yuan / Jin 0.13. Sa ido kan ciniki ya nuna cewa 'yan kasuwa suna da sauƙin karɓar kaya kuma suna jinkirin motsa kaya. An ɗan inganta yanayin ciniki gaba ɗaya idan aka kwatanta da ranar da ta gabata. Kayayyakin 'yan kasuwa ba su da yawa, kuma yana ci gaba da karuwa kadan idan aka kwatanta da ranar da ta gabata. Hasashen 'yan kasuwa ya yi rauni, musamman a Gabashin China da kudu maso yammacin China tsammanin Bearish yana da ƙarfi. Farashin ƙwai ya ci gaba da raguwa da safe, ya sake komawa a hankali da rana, kuma ya rufe sosai. Dangane da farashin rufewa, kwangilar a watan Janairu ya karu da yuan 95, kwangilar a watan Mayu ya karu da yuan 45, kuma kwangilar a watan Satumba ya kusa cika. Bisa nazarin da kasuwar ke yi, za mu iya ganin cewa farashin tabo na ƙwai ya ci gaba da faɗuwa sosai nan gaba kaɗan kamar yadda aka tsara, kuma faɗuwar farashin nan gaba bai kai na tabo ba, kuma ragi na farashin gaba ya koma baya. a cikin ƙima, wanda ke nuna cewa tsammanin kasuwa ya canza, wato, daga tsammanin da ke nuna raguwar farashin tabo a baya zuwa tsammanin tashin hankali kafin bikin bazara a cikin lokaci na gaba. Daga hangen aikin kasuwa, ana iya sa ran kasuwar ya kasance kusan 4000 a matsayin yanki na ƙasa na farashin Janairu. A wannan yanayin, ana ba da shawarar cewa masu zuba jari su jira su gani.
Alade mai rai

Ci gaba da faduwa
Dangane da bayanan zhuyi.com, matsakaicin farashin aladu masu rai ya kasance yuan 14.38 / kg, 0.06 yuan / kg ƙasa da ranar da ta gabata. Farashin aladu ya ci gaba da faduwa ba tare da tattaunawa ba. Mun samu labari a safiyar yau cewa farashin sayan masana'antun yanka ya ragu da yuan / kg 0.1. Farashin a arewa maso gabashin kasar Sin ya karye har zuwa 7, kuma babban farashin shine yuan 14 / kg. Farashin aladu a gabashin kasar Sin ya ragu, kuma farashin aladu a wasu yankuna ban da Shandong har yanzu yana kan yuan 14.5 / kg. Henan a tsakiyar kasar Sin ya jagoranci raguwa, ya ragu 0.15 yuan / kg. Tafkunan biyu suna da kwanciyar hankali na ɗan lokaci, kuma farashin al'ada shine yuan 14.3 / kg. A kudancin kasar Sin, farashin ya fadi da yuan / kg 0.1, farashin al'ada na Guangdong da Guangxi ya kai yuan 14.5 / kg, kuma Hainan ya kai yuan 14 / kg. Kudu maso yamma ya fadi yuan / kg 0.1, Sichuan da Chongqing yuan 15.1 / kg. Labarin zinare da azurfa da goma kamar haka ne. Babu goyon baya mai kyau ga farashin ɗan gajeren lokaci. Gaskiya ne cewa ana samun karuwar tallace-tallace. Kamfanonin yanka suna amfani da yanayin kuma karuwar ba a bayyana ba. Ana sa ran cewa farashin aladu zai ci gaba da faduwa.
Ƙarfafawa
gawayi tururi

Makullin tashar tashar jiragen ruwa, dawowar farashi mai tsada
Karkashin matsin lamba na labarai kamar rashin kyawun yanayin baƙar fata baki ɗaya da garantin wadatar da manufofin siyasa, makomar kwal mai ƙarfi ta juye sosai jiya, tare da babban kwangilar 01 yana rufewa a 635.6 a cikin kasuwancin dare, kuma bambancin farashin tsakanin 1-5 ya ragu zuwa 56.4. Dangane da kasuwar tabo, wanda babban taron jam'iyyar kwaminis ta kasar Sin karo na 19 da ke tafe ya shafa, wasu budadden ma'adanai a Shaanxi da Shanxi sun daina hakowa tare da rage yawan hakowa. Duk da cewa an dage takunkumin da aka sanya na fara fashewa a Mongoliya ta ciki, har yanzu ana ci gaba da samar da wuraren da ake nomawa, kuma farashin kwal da ke cikin rami na ci gaba da hauhawa. Dangane da tashar jiragen ruwa, farashin kwal a tashar har yanzu yana kan matsayi mai girma. Saboda tsadar farashi da kuma la'akari da haɗarin kasuwa na dogon lokaci, 'yan kasuwa ba su da sha'awar yin lodin kaya, kuma ƙimar karɓar kamfanonin da ke ƙasa don farashi mai girma a halin yanzu ba shi da yawa. Qinhuangdao 5500 kcal kwal tururi + 0-702 yuan / ton.

Dangane da labarin, hukumar raya kasa da kawo sauyi a kwanan baya ta fitar da sanarwar tabbatar da zirga-zirgar kwal, wutar lantarki, mai da iskar gas, inda ta ce dukkan larduna, yankuna da birane masu cin gashin kansu da kamfanonin da abin ya shafa ya kamata su karfafa sa ido da nazari kan samar da kwal. Bukatar sufuri, ganowa cikin lokaci da daidaitawa don magance fitattun matsalolin da ake fuskanta a fannin wadata, da yin yunƙurin tabbatar da samar da iskar gas mai ƙarfi kafin da bayan babban taron wakilan jam'iyyar kwaminis ta Sin karo na 19.

Ƙididdiga na tashar jiragen ruwa na arewa ya sake dawowa, tare da matsakaicin jigilar kaya na yau da kullum na 575000 ton, matsakaicin matsakaicin layin dogo na yau da kullum a cikin nauyin 660000, kayan tashar tashar jiragen ruwa na + 8-5.62 tons, kaya na tashar jiragen ruwa na Caofeidian - 30 zuwa 3.17 tons miliyan, da kuma kaya na tashar tashar Jingtang na SDIC + 4 zuwa tan miliyan 1.08.

A jiya, amfani da wutar lantarki na yau da kullun ya sake komawa. Manyan kungiyoyi shida masu karfin wutar lantarki a gabar teku sun cinye tan 730000 na kwal, tare da jimillar tan miliyan 9.83 na kwal a hannun jari da kwanaki 13.5 na ajiyar kwal.

Ma'aunin jigilar kwal na kasar Sin a gabar teku ya tashi da kashi 0.01% zuwa 1172 jiya
Gabaɗaya, mahimman tarurrukan daga Satumba zuwa Oktoba da kuma kariyar muhalli / duba tsaro na wuraren samarwa na iya ci gaba da taƙaita fitar da kayayyaki. Ko da yake yawan amfani da wutar lantarki na yau da kullun ya ragu, har yanzu yana kan babban matakin, kuma tallafin tabo yana da ƙarfi. Don kasuwa na gaba, kwangilar 01 ya dace da lokacin zafi mai zafi, amma akwai matsa lamba don saka ikon maye gurbin lokaci, kuma matsa lamba ya bayyana. Ya kamata mu mai da hankali kan yanayin kasuwar da ke kewaye, raguwar yawan amfanin yau da kullun da sakin ƙarfin samarwa na ci gaba.
PTA

Polyester samarwa da tallace-tallace a gaba ɗaya, PTA rauni aiki
Jiya, yanayin yanayi na kayayyaki bai yi kyau ba, PTA ya kasance mai rauni, kuma babban kwangilar 01 ya rufe a 5268 a cikin kasuwancin dare, kuma bambancin farashin tsakanin 1-5 ya fadada zuwa 92. Kasuwancin kasuwa yana da babban girma, masu samar da kayayyaki na yau da kullum. siyan kayan tabo, wasu masana'antun polyester sun karɓi umarni, tushen kasuwa yana ci gaba da raguwa. A cikin rana, babban tabo da 01 Yarjejeniyar sun yi shawarwari kan tsarin ma'amala a rangwame 20-35, rasidin sito da tayin kwangilar 01 a rangwame 30; da rana, 5185-5275 aka karba, 5263-5281 aka kai ga ciniki, da kuma 5239 sito rasit da aka yi ciniki.

Jiya, ambaton PX ya koma baya cikin kaduwa, kuma CFR ya ba da shi a 847 USD / T (- 3) na dare a Asiya, kuma kuɗin sarrafawa ya kusan 850. PX ya ruwaito 840 USD / T a cikin Oktoba da 852 USD / T a cikin Nuwamba. A nan gaba, PX na cikin gida za a iya adana shi, amma ba a sa ran ya ƙare ba.

Dangane da aikin masana'antar PTA, an tsawaita lokacin sake aikin saitin na PTA tare da fitar da tan miliyan 1.5 a shekara a lardin Jiangsu da kusan kwanaki 5; jirgin farko na PX na kamfanin PTA a layin samar da kayayyaki na Huabin No.1 ya isa Hong Kong kwanan nan, amma ba a cika aiwatar da al'amuran tankin ajiya ba, kuma ana sa ran farawa a watan Nuwamba; Wani kamfani na PTA a lardin Fujian ya rattaba hannu kan wata yarjejeniya ta sake fasalin aiki, kuma za a iya hanzarta aiwatar da shirin nan da nan, kuma shirin farko shi ne a ci gaba da fara wani bangare na samar da kayayyaki a cikin kwata na hudu.

A gefe guda kuma, yawan samarwa da sayar da zaren polyester na Jiangsu da Zhejiang ya kasance gabaɗaya a jiya, inda aka kiyasta yawansu ya kai kashi 60-70% da misalin ƙarfe 3:30 na yamma; tallace-tallace na polyester mai kadi kai tsaye sun kasance matsakaita, kuma ƙasa kawai tana buƙatar sake cikawa, yawancin samarwa da tallace-tallace sun kasance kusan 50-80%.

Gabaɗaya, kula da tsire-tsire na PTA daga Satumba zuwa Oktoba, haɗe tare da ƙarancin ƙima na polyester da babban nauyi, samar da ɗan gajeren lokaci da tsarin buƙatu har yanzu ana tallafawa. Duk da haka, don kwangila na gaba 01, goyon bayan PX a gefen farashi ya kasance mai rauni a cikin kwata na hudu. Karkashin matsin lamba daga Nuwamba zuwa Disamba na sabbin na'urorinsa da tsoffin na'urorin, yana da wahala a kula da farashin sarrafawa mai yawa, kuma matsin kiran kiran PTA ya kasance. Ya kamata mu mai da hankali kan yanayin kasuwar kayayyaki gabaɗaya, haɓakar samar da polyester da tallace-tallace & sauye-sauyen ƙima da farashin mai na duniya.
Tianjiao

Shanghai Rubber 1801 na iya daidaitawa a cikin gajeren lokaci
Amma ga raguwar kwanan nan (1) 1801 farashin yaduwa mai tasiri mai tasiri, bayanan daga watan Agusta ya kasance ƙasa fiye da tsammanin dogon lokaci, yana tabbatar da rashin ƙarfi na gajeren matsayi (2) farantin gefen wadata ya raunana. (3) A cikin masana'antar roba, yawancin gajerun matsayi a cikin tsarin faifai, saitunan da ba daidai ba, yanayin uku zuwa iri ɗaya, wanda ya haifar da kwanakin ciniki na 11 zuwa 800 maki. 2. A cikin gajeren lokaci, ina tsammanin 14500-15000 za su zauna kuma su sake dawowa don ganin duk samfurin masana'antu da baki.

PE?

Kafin bikin, har yanzu ana buƙatar sakin buƙatun shirye-shiryen kayayyaki, kuma abin da ke rataye a ciki da waje yana ƙaruwa kuma yanayin macro da kayayyaki ya koma rauni, kuma har yanzu ana samun matsin lamba a cikin ɗan gajeren lokaci.

A ranar 21 ga Satumba, LLD tsohon masana'anta farashin Sinopec a Arewacin kasar Sin, Gabashin kasar Sin, tsakiyar kasar Sin, PetroChina, Gabashin kasar Sin, Kudancin Sin, kudu maso yammacin kasar Sin da arewa maso yammacin kasar Sin an rage da 50-200 yuan / ton, da kuma low-karshen kasuwa. Farashin a Arewacin China ya koma 9350 yuan / ton (masana'antar sinadarai na kwal). A halin yanzu, an sayar da lita 1801 na ruwa a Arewacin kasar Sin zuwa yuan / T 170. An rage farashin tsohon masana'antar man petrochemical a wani babban yanki. An samu ’yan kasuwa da yawa da ke jigilar kayayyaki a kan farashin kasuwa, kuma abin da ake samu a ƙasa ya kasance gabaɗaya, Duk da haka, buƙatun kayayyaki masu rahusa ya karu, kuma matsin lamba a wurin har yanzu yana nan; Bugu da kari, a ranar 20 ga Satumba, CFR Far East low-karshen farashin daidai da RMB 9847 / T, kasuwar waje tana rataye juye zuwa 327 yuan / T, kuma farashin tabo har yanzu yana juyewa zuwa yuan / T 497. Tallafin waje zai ci gaba da shafar girman shigo da kaya a cikin Oktoba; Dangane da bambancin farashin kayayyakin da ke da alaƙa, bambancin farashin tsakanin hd-lld da ld-lld shine yuan 750 da yuan / T 650 bi da bi, kuma samfuran da ke da alaƙa da farantin fuska suna ci gaba da sauƙi, sasantawa marasa daidaituwa. damar har yanzu ƙasa. Gabaɗaya, daga mahangar yaduwar farashin, yuwuwar tallafin kasuwannin waje ya ƙarfafa, matsin lamba kan samfuran da ke da alaƙa ya ci gaba da sauƙi, kuma matsin lamba a gefen tabo ya ragu sannu a hankali tare da faduwar farashin. Ko da yake faɗuwar faɗuwar farashin nan gaba na ci gaba da hana buƙatu na ɗan gajeren lokaci saboda raguwar ma'auni na babban bankin Tarayyar Amurka da raunana yanayin kayayyaki baki ɗaya, ana iya fitar da buƙatar kayan da aka shirya don bukukuwan.

Ta fuskar wadata da bukatuwa, kididdigar da kamfanin na PetroChina ya yi ya ci gaba da faduwa zuwa tan 700000 a jiya, kuma man petrochemicals ya ci gaba da sayar da ribar ga kaya kafin bikin. Bugu da ƙari, ƙaddamar da wuri na haɗin gwiwa na farkon shinge, haɗe tare da raunin macro da yanayin kayayyaki na baya-bayan nan, ƙara matsa lamba na ɗan gajeren lokaci. Duk da haka, waɗannan mummunan tasirin za a sannu a hankali a cikin raguwar farashin farko. Bugu da ƙari, akwai buƙatar shirye-shiryen kayayyaki kafin bikin a cikin ƙasa a nan gaba Bayan daidaitawa, yiwuwar buƙatar zai bayyana. Bugu da kari, za a fadada jujjuyawar cikin gida da waje, za a samu saukin matsin lamba kan kayayyakin da ba na yau da kullun ba, sannan a hankali kasuwar ta narkar da tabo, kuma har yanzu akwai yiwuwar bukatu za ta sake dawowa a ciki. lokaci na gaba (kayan kasuwa kafin bikin). Saboda haka, an ba da shawarar cewa mu jira damar gwajin sito na haske kafin bikin kuma mu riƙe gajerun matsayi a hankali a farkon matakin. An kiyasta cewa babban kewayon farashin l1801 shine 9450-9650 yuan / ton.

PP?

Yanayin macro da kayayyaki sun raunana, na'urar zata sake farawa matsa lamba & tallafi daban-daban na farashi, buƙatun hannun jari, son rai na PP

A ranar 21 ga Satumba, farashin tsohon masana'anta na cikin gida Sinopec Arewacin kasar Sin, Kudancin kasar Sin da PetroChina ta kudancin kasar Sin ya ragu da yuan / ton 200, farashin ƙananan kasuwa a gabashin kasar Sin ya ci gaba da faduwa zuwa yuan / ton 8500, farashin ya tashi. na pp1801 a gabashin kasar Sin ya ragu zuwa yuan / T 110, farashin nan gaba yana cikin matsin lamba, 'yan kasuwa sun kara jigilar kaya, cinikin da ake bukata kawai don siye, tushen farashi mai rahusa ya ragu, kuma matsin lamba ya ragu. Farashin ƙarshen ya ci gaba da komawa zuwa yuan 8100 / ton, farashin tallafin foda ya kusan yuan 8800 / ton, kuma foda ba shi da riba, don haka madadin tallafin zai kasance a hankali a hankali. Bugu da kari, a ranar 20 ga Satumba, farashin RMB mai karamin karfi na CFR mai nisa na waje ya ragu kadan zuwa yuan / ton 9233, pp1801 ya juya zuwa yuan / ton 623, kuma hajojin na yanzu an juya zuwa yuan / ton 733. An buɗe taga fitarwa, kuma tallafin waje yana ci gaba da ƙarfafawa. Daga hangen nesa yada farashin, tushen ya kasance mai sauƙi, samar da kayayyaki yana da ƙarfi, kuma tabo yana da baya, wanda ke danne kasuwa. Nan gaba kadan, ‘yan kasuwa ma sun kara yunƙurin jigilar kayayyaki, kuma matsin ɗan gajeren lokaci ya karu. Koyaya, tare da gyaran farashin, ana iya rage matsin lamba a hankali a hankali, kuma sha'awar karɓar kaya ya sake komawa. Bugu da ƙari, duka panel da tabo sun ci gaba da rataye a kan kasuwa na waje da babban gefe, kuma kwamitin yana kusa da Powder maimakon goyon baya, aikin gaba ɗaya zai iya raunana, kuma ana ƙarfafa goyon bayan bambancin farashin. .

Ta fuskar wadata da buƙatu, an daidaita ƙimar kula da shukar PP na ɗan lokaci zuwa 14.55% kuma an daidaita rabon zane na ɗan lokaci zuwa 28.23% jiya. Koyaya, Shenhua Baotou, Shijiazhuang Refinery da Haiwei Petrochemical Co., Ltd. suna da shirin sake farawa nan gaba. Bugu da kari, za a sake fitar da sabon karfin samar da kayayyaki sannu a hankali (Ningmei Phase III, Yuntianhua (600096, Bugu da ƙari, a halin yanzu, tushen ya ragu, kuma samar da kayayyaki da aka kayyade a cikin kwangilar 01 ya koma wurin a hankali. Wannan bangare na matsin lamba yana narkewa tare da faduwar farashin Kwanan nan, buƙatun saƙa na filastik ba a tabbatar da shi gaba ɗaya ba da 11th Festival A halin yanzu, PP har yanzu zai zama matsa lamba a gefen tabo Ci gaba da narke wasan tsakanin yanayin sake dawowa da buƙata da narkewa, don haka faifai na ɗan gajeren lokaci ko a hankali na ɗan gajeren lokaci, yana mai da hankali kan goyon bayan dawowar buƙatu. , na ciki da na waje juye da foda canji An kiyasta cewa yau pp1801 farashin kewayon 8500-8650 yuan / ton.
methanol

MEG fadi, olefin riba low & Rangwame tabo, samar yankin m, methanol takaice taka tsantsan

Spot: a ranar 21 ga Satumba, farashin tabo na methanol ya tashi kuma ya faɗi tare da juna, wanda, ƙananan farashin Taicang ya kasance yuan 2730 / ton, farashin tabo na Shandong, Henan, Hebei, Mongoliya ta ciki da kudu maso yammacin kasar Sin ya kasance. 2670 (- 200), 2700 (- 200), 2720 (- 260), 2520 (- 500 sufurin kaya) da 2750 (- 180 sufurin kaya) yuan / ton, kuma low-karshen farashin isar kayayyakin a cikin samar da shi ne 2870- Yuan / ton 3020, kuma an rufe taga samarwa da tallace-tallace gaba daya 01 nau'i-nau'i na Taicang sun ci gaba da rataye a juye zuwa yuan 32 / ton. Idan akai la'akari da ci gaba da rufe taga arbitrage na samarwa da tallace-tallace, wannan babu shakka yana da goyon bayan kai tsaye ga tashar tashar jiragen ruwa da faifai;

Bambancin farashi na ciki da na waje: a ranar 20 ga Satumba, CFR China tabo farashin RMB ya sake faduwa zuwa yuan 2895 (ciki har da cajin tashar jiragen ruwa 50), ma801 ya juyar da farashin waje zuwa yuan 197, tabo ta Gabashin China ya juya farashin waje zuwa yuan 165 / T, kuma an ƙarfafa tallafin kasuwa na waje don tabo na gida da faifai.

Farashin: farashin kwal na Ordos (600295, sashin bincike) da kwal dakakou 5500 a Jining na lardin Shandong ya kai 391 da yuan / ton 640 jiya, kuma farashin da ya yi daidai da fuskar panel ya kasance 2221 da 2344 yuan / ton. Bugu da kari, farashin methanol na kan Sichuan Chongqing ya kai yuan / ton 1830 a gabashin kasar Sin, kuma na iskar gas ta coke a arewacin kasar Sin ya kai yuan 2240 a gabashin kasar Sin;

Bukatar buƙatu: dangane da kuɗin sarrafa diski, PP + MEG ya sake faɗuwa zuwa yuan / ton 2437, har yanzu yana kan babban matakin. Koyaya, farashin sarrafa diski da tabo na pp-3 * ma sun sake faɗi zuwa 570 da yuan 310.

Gabaɗaya, farashin nan gaba ya ci gaba da faɗuwa sosai a jiya, musamman saboda raguwar MEG da Tarayyar Tarayya, wanda ya haifar da koma baya mai zurfi a cikin yanayin kayayyaki gabaɗaya. Bugu da ƙari, PP har yanzu yana fuskantar matsin lamba na sabon ƙarfin samarwa, sake kunna na'urar da tabo mai ƙarfi na diski a cikin ɗan gajeren lokaci. Duk da haka, akwai alamun sannu a hankali easing na asali matsa lamba, kuma tabo farashin ne har yanzu m, tare da fadada faifai rufe tabo, da kuma shirya kiliya na Brunei na'urorin kazalika da tabbatacce goyon baya bayan tabbatar da Maritime gwamnatin takardun, Har ila yau kididdigar kididdigar tashar jiragen ruwa ta gabashin kasar Sin ta fadi da wani matsayi a wannan mako. Yana da hankali don zama gajere a cikin ɗan gajeren lokaci, kuma ba a ba da shawarar a bi gajere ba. An kiyasta cewa farashin yau da kullun na ma801 shine 2680-2750 yuan / ton.
danyen mai

Mayar da hankali kasuwa OPEC jmmc taron wata-wata

Labaran kasuwa da mahimman bayanai

Hasashen danyen mai na WTI na watan Nuwamba ya rufe dala $0.14, ko kuma 0.28%, zuwa $50.55/ganga. Farashin danyen mai na Brent a watan Nuwamba ya tashi dala $0.14, ko kuma 0.25%, zuwa dala 56.43/ganga. Farashin man fetur na NYMEX Oktoba ya rufe a $1.6438/galan. NYMEX Oktoba mai dumama man gaba ya rufe a $1.8153/galan.

2. An ba da rahoton cewa, ana sa ran za a gudanar da taron sa ido kan ayyukan rage kayayyakin noma a Vienna da karfe 4:00 na yamma agogon Beijing ranar Juma'a, wanda Kuwait za ta karbi bakunci, tare da halartar jami'ai daga Venezuela, Aljeriya, Rasha da sauran kasashe. Kamfanin dillancin labaran reuters ya bayar da rahoton cewa taron zai tattauna batutuwan da suka hada da tsawaita yarjejeniyar rage samar da kayayyaki da kuma sa ido kan fitar da kayayyaki zuwa kasashen waje don tantance yawan aiwatar da ragi. Sai dai wakilin kungiyar ta OPEC ya ce a halin yanzu, dukkan kasashen ba su cimma matsaya ba kan tsawaita yarjejeniyar rage samar da kayayyaki, kuma ya rage a tattauna komai.

Ministan makamashi na Rasha: OPEC da kasashen da ba na OPEC za su tattauna batun ka'idojin fitar da danyen mai a taron Vienna. A cewar labaran kasuwa, kwamitin fasaha na kungiyar OPEC ya ba da shawarar cewa ministocin kasashe masu hako mai su kula da fitar da danyen mai a matsayin kari ga yarjejeniyar rage hakowa.

4. Goldman Sachs: ana sa ran tattaunawar ta OPEC ba za ta tsawaita yarjejeniyar rage hako mai ba, amma ya yi wuri a cimma matsaya. An yi imanin cewa kwamitin kula da rage yawan man da kungiyar ta OPEC ba za ta ba da shawarar tsawaita yarjejeniyar rage hako man a wannan mako ba. Ƙaƙƙarfan ƙaƙƙarfan tushe na yanzu yana goyan bayan sake maimaitawa Goldman na tsammanin cewa rarraba mai zai tashi zuwa $58 / ganga a ƙarshen shekara.

Tankertracker: OPEC ana sa ran fitar da danyen mai zai ragu da 140000 B/D zuwa miliyan 23.82 B/D a ranar 7 ga Oktoba.

L. dabarun zuba jari

Kwanan nan, kasuwa ta mayar da hankali kan taron jmmc na OPEC na wata-wata, kuma batutuwa da dama da kasuwar ta fi mayar da hankali a kai su ne: 1. Ko za a tsawaita yarjejeniyar rage samar da kayayyaki; 2. Yadda za a ƙarfafa aiwatarwa da sa ido kan yarjejeniyar rage samar da kayayyaki, da kuma ko za a sa ido kan alamun fitar da kayayyaki; 3. Ko Najeriya da Libya za su shiga tawagar rage samar da kayayyaki. Gabaɗaya, saboda yawan haƙon man da aka samu a wannan shekara, OPEC ba za ta yi tunanin tsawaita yarjejeniyar rage haƙon man ba a wannan lokaci, amma ba a bayyana cewa za a gudanar da taron wucin gadi a cikin rubu'in farko na shekara mai zuwa ba. tsawaita raguwar samarwa. Mun kiyasta cewa taron jmmc a yau zai mayar da hankali ne kan yadda za a karfafa sa ido da aiwatar da rage samar da kayayyaki. Duk da haka, har yanzu akwai matsaloli da yawa na fasaha da za a warware a cikin kulawar ƙarar fitarwa. A halin yanzu, noman Najeriya da Libya ba a dawo da su yadda ya kamata ba, don haka yuwuwar rage noman ba zai yi yawa ba.
kwalta

Kasuwar kayayyaki gabaɗaya ta ragu, jigilar kwalta ta inganta
Bayanin Ra'ayi:
Gabaɗaya kasuwar gabaɗayan kayayyaki ta nuna koma baya a jiya, tare da coking coal da ferrosilicon faɗuwa da fiye da 5%, sinadarai gabaɗaya faɗuwa, methanol da fiye da 4%, roba da PVC da fiye da 3%. Ƙayyadaddun makomar kwalta ta ci gaba da samun koma baya yayin cinikin rana. Farashin rufe babban kwangilar 1712 a jiya da yamma ya kasance 2438 yuan / ton, wanda ya kasance 34 yuan / ton ƙasa da farashin sasantawa na jiya, tare da raguwar 1.38% 5500 hannuwa. Wannan koma baya ya fi shafar yanayin kasuwar kayayyaki gabaɗaya, kuma babu ƙarin tabarbarewar tushen kwalta.

Kasuwar tabo ta tsaya tsayin daka, inda farashin ma'amala na yau da kullun ya kai yuan 2400-2500 a kasuwar gabashin kasar Sin, yuan 2350-2450 a kasuwar Shandong da kuma yuan 2450-2550 a kasuwar kudancin kasar Sin. A halin yanzu, bayan ƙarshen sa ido kan muhalli, ana sake dawo da aikin ginin titin ƙasa a hankali. Bayan da aka kammala aikin sa ido kan muhalli a birnin Shandong, jigilar matatun man ta samu kyautatuwa, kuma yankin gabashin kasar Sin yana samun farfadowa sannu a hankali. Sai dai a halin yanzu ana samun ruwan sama mai yawa a wannan yanki, kuma ba a fitar da adadin ba. A Arewacin kasar Sin, 'yan kasuwa sun fi himma wajen shirya kayayyaki kafin ranar hutun kasa, kuma yanayin jigilar kayayyaki gaba daya yana da kyau Yanayin iskar gas yana da kyau, kuma jigilar kayayyaki gaba daya tana da sauki. A halin yanzu, lokacin aikin gine-gine a arewacin kasar Sin ya kusan wata guda daga tsakiyar zuwa kwanaki goma na karshe na watan Oktoba. Tasirin muhalli a kan gine-ginen hanyoyi yana raguwa, kuma yakamata a yi aikin gaggawa nan gaba don tallafawa buƙatun kwalta. Yayin da ranar hutu ta kasa ke gabatowa, halin da ake ciki na hada-hadar hannayen jari a Shandong, Hebei, arewa maso gabas da sauran yankuna sannu a hankali ya sassauta matsin lamba na matatun mai. A gefen farashi, tabo kwalta ya kasance a cikin dangi. Bayan da aka kara farashin danyen mai, ribar da matatar man ta samu ta ragu da yuan 110 zuwa yuan/ ton 154 a makon da ya gabata, kuma sarari don kara daidaita farashin tabo yana da iyaka. Duk da haka, ya kamata a lura cewa saboda tasirin abubuwan kare muhalli a bangaren buƙatu da kuma kula da iska a cikin hunturu, buƙatun nan gaba na iya zama ƙasa da yadda ake tsammani. Bugu da kari, ya zuwa karshen shekarar nan, za a kara karfin samar da tace kwalta a yankuna daban-daban, kuma za a kara karfin aikin tace kwalta sosai.

Gabaɗaya, idan aka kwatanta da buƙatun kwalta a cikin lokacin kololuwar gargajiya, akwai iyakataccen sarari don ƙarin faɗuwa. Ana sa ran cewa tare da farfadowar gine-ginen da ke ƙasa a nan gaba, za a sami ƙarin sararin girma.

Shawarwari na dabarun:
Farashin yuan 2500, dogon ciniki, kula da canjin farashin kowane wata.

Hadarin dabara:
Samar da kwalta ya wuce gona da iri, kuma an gama fitar da kayayyaki, kuma farashin mai na kasa da kasa yana tashi matuka.

Zaɓuɓɓukan ƙididdigewa
Yawan siyar da abincin waken soya na iya daina cin nasara sannu a hankali, kuma ƙarancin sukarin da ke nuna zai tashi
Zaɓuɓɓukan abincin waken soya

A matsayin babban kwangila a watan Janairu, farashin abincin waken soya na gaba ya ci gaba da tashi a ranar 21 ga Satumba, kuma farashin yau da kullun ya rufe akan 2741 yuan / ton. Girman ciniki da matsayi na ranar sun kasance 910000 da 1880000, bi da bi.

Girman ciniki na zaɓuɓɓukan abinci na waken soya ya kasance barga a yau, tare da jimlar 11300 hannun hannu (ɗaya ɗaya, iri ɗaya a ƙasa), da matsayi na 127700. A cikin Janairu, ƙarar kwangilar ya kai kashi 73% na duk kwangilar kwangila da matsayi. don 70% na duk matsayin kwangila. An sassauta iyakar matsayi ɗaya na zaɓin abincin waken soya daga 300 zuwa 2000, kuma kasuwancin kasuwancin ya ƙaru sosai. Matsakaicin abincin waken soya ya sanya ƙarar zaɓi don kiran ƙarar zaɓin zaɓi an koma 0.52, kuma an kiyaye rabon matsayi na zaɓi don kiran matsayi a 0.63, kuma tunanin ya kasance tsaka tsaki da kyakkyawan fata. Ana sa ran kasuwar za ta kula da kunkuntar kewayo kafin ranar kasa.

Bayan fitar da rahoton wadatarwa da buƙatu na USDA na wata-wata, haɓakar ƙima ta ci gaba da raguwa. A watan Janairu, farashin motsa jiki na zaɓin cin abinci na waken soya kwangilar ƙima ya koma 2750, ƙayyadaddun ƙayyadaddun ƙima ya ci gaba da raguwa zuwa 16.94%, kuma bambanci tsakanin ƙayyadaddun ƙayyadaddun ƙayyadaddun ƙayyadaddun ƙayyadaddun ƙayyadaddun ƙayyadaddun ƙayyadaddun ƙayyadaddun ƙayyadaddun ƙayyadaddun ƙayyadaddun ƙayyadaddun ƙayyadaddun ƙayyadaddun ƙayyadaddun ƙayyadaddun ƙayyadaddun ƙayyadaddun bayanai ya karu zuwa - 1.83%. Bayan fitar da rahoton samar da kayayyaki da buƙatun USDA na wata-wata a cikin Satumba, yanayin da ke nuna rashin daidaituwa ya ɓata daga canjin tarihi na iya zuwa ƙarshe, kuma ana sa ran farashin faifai zai kula da ɗan ƙaramin canji, kuma ƙayyadaddun ƙayyadaddun ƙayyadaddun ƙayyadaddun ƙayyadaddun ƙayyadaddun ƙayyadaddun ƙayyadaddun ƙayyadaddun ƙayyadaddun ƙayyadaddun ƙayyadaddun ƙa'ida. . An ba da shawarar cewa za a iya siyar da matsayi na zaɓuɓɓuka masu faɗi (m1801-c-2800 da m1801-p-2600) mataki-mataki don hana haɗarin haɓakar haɓakar haɓakar da aka kawo ta karshen mako. Riba da asarar siyar da zaɓuɓɓukan fa'ida shine 2 Yuan / share.
Zaɓuɓɓukan sukari

Farashin babban kwangilar watan Janairu na farin sukari nan gaba ya faɗi a ranar 21 ga Satumba, kuma farashin yau da kullun ya rufe akan 6135 yuan / ton. Girman ciniki na kwangilar Janairu shine 470000, kuma matsayi ya kasance 690000. Girman ciniki da matsayi ya kasance barga.

A yau, jimlar ciniki na zaɓin sukari ya kasance 6700 (ɗaya ɗaya, iri ɗaya a ƙasa), kuma jimlar matsayi shine 64700. Matsayin matsakaicin matsayi na zaɓin sukari kuma an sassauta daga 200 zuwa 2000, kuma girman ciniki da matsayi na zaɓi ya karu. muhimmanci. A halin yanzu, adadin kwangilar a watan Janairu ya kai kashi 74% kuma matsayin ya kai 57%. Jimlar cinikin yau da kullun na zaɓuɓɓukan sukari PC_ Ratio ya koma 0.66, matsayi PC_ Rabon ɗin ya kasance a 0.90, kuma aikin zaɓin sukari na fari ya sake raguwa_ Ƙarfin Ratio na amsa motsin rai yana da iyaka.

A halin yanzu, canjin tarihi na tsawon kwanaki 60 na sukari shine 11.87%, kuma ma'anar canzawar zaɓuɓɓukan ƙima a watan Janairu ya kai 12.41%. A halin yanzu, bambance-bambancen da ke tsakanin ƙayyadaddun ƙayyadaddun ƙayyadaddun ƙayyadaddun ƙayyadaddun ƙayyadaddun ƙayyadaddun ƙayyadaddun ƙayyadaddun ƙayyadaddun ƙima a cikin Janairu an rage shi zuwa 0.54%. Halin rashin daidaituwa yana tashi, kuma haɗarin sanya fayil ɗin zaɓi yana ƙaruwa. An ba da shawarar a riƙe matsayi na zaɓin zaɓi mai faɗi (sayar da sr801p6000 da sr801c6400) a hankali, kuma a girbe ƙimar zaɓin lokaci. A yau, ribar da asarar siyar da babban fayil mai faɗi (sr801p6000 da sr801c6400) shine yuan 4.5 / share.
TB

“Raguwar sikelin” ƙura ta daidaita, yawan kuɗin da ake samu ya tashi zuwa China

Bita na kasuwa:
Haɗin gwiwar baitul mali ya ƙasƙantar da ƙasa a ko'ina cikin yini, yawancin rufewa, kuma tunanin kasuwa bai yi girma ba. Babban kwangilar tf1712 ta shekaru biyar ta rufe 0.07% kasa da yuan 97.450, inda adadin ciniki ya kai 9179, kasa da ranar ciniki 606 da ta gabata, da matsayi 64582, kasa da 164 kasa da na ranar ciniki da ta gabata. Jimillar cinikin kwangiloli guda uku ya kai 9283, inda aka samu raguwar 553, sannan jimillar kwangilar 65486 ta ragu da 135. Babban kwantiragin na tsawon shekaru 10 t1712 ya rufe 0.15% zuwa yuan 94.97, inda aka samu karuwar 35365. an samu karin 7621, da raguwar hannaye 74 a matsayi na 75017. Jimillar ma’amalar da aka yi a cikin kwangilolin ukun ya kai 35586, an samu karin 7704, sannan adadin 76789 ya ragu da 24.

Binciken kasuwa:
Sanarwar FOMC ta Tarayyar Amurka a watan Satumba ta nuna cewa an fara raguwar ma'auni a hankali a cikin watan Oktoba na wannan shekara, yayin da adadin ribar ribar bai canza ba daga 1% zuwa 1.25%. Ana sa ran za a sake kara yawan kudin ruwa a shekarar 2017, abin da ke haifar da fargabar da kasuwar ke yi na kara tabarbarewar kudi cikin kankanin lokaci. Haɓaka haƙƙoƙin baitul malin Amurka ya ƙaru sosai, kuma yawan kuɗin da ake samu a kasuwannin hada-hadar kuɗi na cikin gida ya yi tasiri ta hanyar haɓakawa, kuma an faɗaɗa yawan karuwar. Ana sa ran cewa, a cikin rubu'i na hudu, babban bankin kasar Sin zai rage matsakaicin matsakaicin matsakaicin matsakaicin kudi na babban bankin kasar, amma ba zai shafi matsakaicin kudin da babban bankin kasar Sin ya yi ba.

Asalin yanayin tabbatar da kwanciyar hankali ya kasance iri ɗaya kamar yadda yake a baya, kuma babban birnin ƙasar yana raguwa kowace rana: Babban bankin ya aiwatar da ayyukan sake siyan dala biliyan 40 na kwanaki 7 da biliyan 20 na kwanaki 28 a ranar Alhamis, da neman riba mai riba. Farashin ya kasance 2.45% da 2.75% bi da bi, wanda yayi daidai da na ƙarshe. A wannan rana, an sami sauye-sauyen sake siyan biliyan 60, wanda ya daidaita balaga na kudade. Babban shingen kasuwar buɗe ido na babban bankin ya girma na tsawon kwanaki biyu a jere, yana kiyaye yanayin kwanciyar hankali kamar da. Galibin alkawurran da aka yi a tsakanin bankunan sun ragu, kuma kudaden sun ragu sannu a hankali. Duk da haka, bayan da matsa lamba na ruwa ya sauƙaƙa, har yanzu ba a sami sha'awar ciniki a kasuwa ba, wanda ke nuna cewa har yanzu kudaden kasuwa suna taka tsantsan bayan fara rage ma'auni na Fed da kuma kafin ƙarshen kima na MPa na kwata.

Bukatar buƙatun CDB mai ƙarfi, ƙarancin buƙatu na shigo da lamunin banki na waje: yawan kuɗin da aka samu na tsawon shekaru 3 tsayayyen ribar ƙarin lamuni na Bankin Raya China ya kai kashi 4.1970%, ƙimar tayin ya kai 3.75, yawan kuɗin da aka samu na shekaru 7 a kayyade. Ƙarin sha'awa shine 4.3486%, kuma yawancin tayin shine 4.03. Yawan kuɗin da aka samu na shekaru 3 ƙayyadaddun ƙarin ƙarin haɗin gwiwa shine 4.2801%, ƙaddamar da yawa shine 2.26, 5-shekara ƙayyadaddun ƙarin sha'awa shine 4.3322%, ƙaddamar da yawa shine 2.21, shekaru 10 ƙayyadaddun ƙarin sha'awa shine 4.3664%, ƙaddamar da ƙima mai yawa. shine 2.39. An raba sakamakon da aka samu a kasuwannin farko, kuma sakamakon da ake samu a karo na biyu na lamuni na bankin raya kasar Sin bai kai darajar bankin raya kasa na kasar Sin ba, kuma bukatar tana da karfi. Duk da haka, yawan kuɗin da ake samu na lamuni mai kashi uku na bankin shigo da kayayyaki ya fi ƙima fiye da kimar lamuni na China, kuma buƙatun yana da rauni.

Shawarwari na aiki:
An aiwatar da takalmi na ma'aunin ma'auni na Tarayyar Reserve na Amurka a hukumance, kuma Tarayyar Reserve ta nuna matsayin "kusa da gaggafa da nesa da Kurciya". Ko da yake yawan kuɗin da ake samu a baitul malin cikin gida ya fi girma saboda tasirin da basussukan Amurka ke yi, babban rashin jituwa a cikin kasuwar lamuni har yanzu yawan kuɗi ne. Babban bankin kasar ya kafa wani tsari mai tsauri da tsaka tsaki da sanyin safiya. Haka kuma, hasashen tattalin arzikin kasar Sin ya shafa a cikin kwata na hudu, mai yiwuwa babban bankin kasar ba zai bi Fed don kara yawan kudin ruwa ba. Galibin alkawurran da aka yi a tsakanin bankunan sun ragu, kuma kudaden sun ragu sannu a hankali. Duk da haka, bayan da matsa lamba na ruwa ya sauƙaƙa, har yanzu ba a sami sha'awar ciniki a kasuwa ba, wanda ke nuna cewa har yanzu kudaden kasuwa suna taka tsantsan bayan fara rage ma'auni na Fed da kuma kafin ƙarshen kima na MPa na kwata. Kula da ƙarshen kwata farkon bashi kunkuntar girgiza hukunci bai canza ba.

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